Current jobs related to Investment Specialist - Manila, National Capital Region - Unistar Credit and Finance Corporation

  • Portfolio Manager – Investment Strategy

    4 days ago

    Manila, National Capital Region, Philippines beBeeInvestment Full time

    Job Description:The Portfolio Specialist for Investment Management is responsible for the day-to-day monitoring, strategy execution and liquidity of the trust funds. He/ she aids in the efficient management of the funds as well as its compliance to regulations.Responsibilities:Ensure the asset composition of trust Fund/s to meet pare in consonance with the...

  • Investment Portfolio Specialist

    2 days ago

    Manila, National Capital Region, Philippines beBeeInvestment Full time ₱150,000 - ₱250,000

    Job OverviewThe Personal Wealth Officer is responsible for handling administrative functions and attending to basic inquiries regarding account opening, investment transactions, and core investment products.

  • Strategic Investment Manager

    3 days ago

    Manila, National Capital Region, Philippines beBeeInvestment Full time ₱450,000 - ₱750,000

    Job OverviewDWS is a leading firm with a global presence. We are looking for creative thinkers and innovators to join our team as the world continues to transform.We capture the opportunities of tomorrow by working together to find investment solutions that ensure the best possible foundation for our clients' financial future.This role will be responsible...

  • Support Investment Expert

    12 hours ago

    Manila, National Capital Region, Philippines beBeeInvestment Full time ₱800,000 - ₱1,200,000

    Investment Support SpecialistThis role oversees the booking, balancing, and payment processing for trades undertaken by various desks.Oversees cash management of turned-over trust accounts, including investment/funding instructions for retirement funds, investment management accounts, etc.Monitors and checks daily transaction encoding of all pooled funds...

  • Senior Investment Product Specialist

    3 days ago

    Manila, National Capital Region, Philippines beBeeRelationship Full time ₱800,000 - ₱1,200,000

    Job DescriptionThe primary role of a Portfolio Relationship Manager is to promote investment products through third-party channels while also servicing and managing the accounts of these partners.Growth of Institutional Agency business by strengthening distribution relationships, expanding product usage, and accrediting new distributors.Timely and accurate...

  • Financial Analyst

    6 days ago

    Manila, National Capital Region, Philippines beBeeTransferPricing Full time

    DWS Transfer Pricing Operations team ensures all intercompany transactions are correctly accounted for to provide a golden source of financial information data set upon which all internal and external reporting is based.Job Description:We're looking for creative thinkers and innovators to join us as the world continues to transform.As investors on behalf of...

  • Client Reporting Support Specialist

    3 weeks ago

    Manila, National Capital Region, Philippines Partners Group Full time

    Select how often (in days) to receive an alert:Client Reporting Support Specialist / Investment Writer | 12 months contractLocation:Manila, PHWe are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 152 billion in assets under management and more than 1800 professionals across...

  • Portfolio Growth Expert

    6 days ago

    Manila, National Capital Region, Philippines beBeeInvestment Full time

    Job Title:Investment SpecialistAbout the Role:We are seeking a skilled Investment Specialist to join our team. The successful candidate will be responsible for growing investment assets, sales volumes, and profitability of high network clients handled.This role involves servicing customers' day-to-day investment requirements, including time deposits, foreign...

  • DWS Procurement Specialist

    3 weeks ago

    Manila, National Capital Region, Philippines Deutsche Bank Full time

    DWS Procurement Specialist - Category Management (Banking Services)DWS Procurement Specialist - Category Management (Banking Services)DWS Procurement Specialist - Category Management (Banking Services)Job Description:Job Title : Procurement Specialist - Category Management (Banking Services) - AVPLocation: ManilaSet-Up: #LI-HybridAbout DWS:Today, markets...

  • DWS - Procurement Specialist - AVP

    3 weeks ago

    Manila, National Capital Region, Philippines Deutsche Bank AG Full time

    DWS - Procurement Specialist - AVP page is loadedDWS - Procurement Specialist - AVPApply locations Manila Net Quad Center time type Full time posted on Posted 2 Days Ago job requisition id R0401551Job Description:About DWS:Today, markets face a whole new set of pressures – but also a whole lot of opportunity too. Opportunity to innovate differently....

Investment Specialist

4 weeks ago

Manila, National Capital Region, Philippines Unistar Credit and Finance Corporation Full time

The Compliance Associate is responsible for conducting all necessary government compliance submissions by coordinating with the concerned personnel, internal departments, or government agencies.

Expected Start Date: 09/18/2023

Duties and Responsibilities
  • Supports the Regulatory Compliance Department with respect to ALL BIR compliance requirements of the group;
  • Conduct regular fieldwork to BIR Large Taxpayers Officer and submit branch applications for Authority to Print (ATP) and comply with any additional requirements as may be needed in order to release the Printer's Certificate of Delivery (PCD);
  • Comply with renewal of books of accounts of branches;
  • Receive and submit BIR correspondences;
  • Submit BIR reportorial requirements sent from Ortigas Office;
  • Close coordination with the Regulatory Compliance Specialist and other Compliance Associates;
  • Ensures timely compliance of submission of ALL requirements sent;
  • Safeguards and keeps records of all submitted government documentary requirements of the company, including documents of the other business units;
  • Provides assistance and responds to queries of internal departments to ensure the completion and submission of all pertinent requirements are complied with;
  • Accomplishes other tasks that may be assigned from time to time.
Job Specifications
  • Bachelor's Degree in any four (4) year business course or accounting-related course.
  • At least one (1) year of administrative work experience.
  • Proficient in MS Office and Google Suite applications.
  • Good oral and written communication skills.
  • Organization and analytical skills needed.
  • Experience with handling BIR transactions is a plus.
#J-18808-Ljbffr